In short
Open People and choose Invite User. Add their work email, then make them a workspace admin or give them access to Contracts with a role, document access and at least one team. They get an email with a link that is valid for about 7 days.
Step 1
Open People
In the menu on the left, choose People. The owner, workspace admins and managers can invite people. Members can see the list but cannot invite.
Step 2
Choose Invite User
Choose Invite User at the top right. The Invite User sheet opens.
Step 3
Add their email
Enter the work email that should receive the invitation. First name, last name and job title are optional: they can add these when they accept.
Step 4
Choose their access
Make them a workspace admin for full access, including people and teams. Or give them access to Contracts and choose:
- Role: Member uses Contracts. Manager can also invite people and manage teams.
- Document access: Own only, Team, or All Teams.
- Teams: add them to at least one team. Teams decide what they see when document access is set to Team.
+3Reminders and the AI Agent follow the same access.
Step 5
Send the invitation
Choose Create User. They appear on People as Invited and receive an email with a link that is valid for about 7 days. From the row menu you can resend or cancel the invitation.
Step 6
They accept
The link opens Set up your account. They add their name and a password with at least 8 characters, including a lowercase and an uppercase letter, a number and a special character, and are signed in.
